Meet our team

James Lindley

Director

James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way...

Tom Wood

Senior Adviser

As a Senior Adviser of Castell Wealth Management, Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their...

Francesca Bartlett

Business Support Manager

Francesca joined Castell Wealth management as a Business Support Manager in 2021. Prior to this, she had considerable experience in managing the back office and HR duties across different sectors. Francesca joined...

Garth Donnan

Financial Adviser

Garth is a South African born wealth manager based in London, focused on providing sustainable goal-based financial management to his clients. His top priority is working with individuals alongside their family and business...

Aryan Chopra

Financial Adviser

Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve...

Stacey Presly

Financial Adviser

Stacey prides herself in bringing a fresh approach to financial planning for clients and their families, being open and efficient to make clients’ lives that little bit easier. She has a passion...

Peter Clark

Financial Adviser

Peter joined Castell Wealth Management in Spring 2022 following a career change from retail and wholesale banking, after deciding his future lies in financial advice. Peter previously worked at both the Co-operative...

James Parfitt

Financial Adviser

James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing...

Laria Collister

Financial Adviser

Laria joins Castell Wealth Management as part of the St. James’s Place Adviser Academy 2021 intake. She is passionate about helping her clients to achieve their long-term objectives through growing and protecting...

Tom Donlea

Financial Adviser

Tom is a reliable and dedicated Financial Adviser with Castell Wealth Management. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s...

Claudia Barchi

Marketing Manager

Claudia has over eleven years of experience within the digital marketing space. Her love for literature drove her to work with words and communication and has since enabled her to work in...

Skye MacDonald

Replacement Business & Paraplanner

As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, and administrative tasks as well as acting as the lead team member in preparing client cash-flow...

Joe Akik

Head of New business

Joe is bilingual in both Arabic and Spanish, as well as being an ex-competition swimmer who previously trained and competed with the Tunisian National Swimming Team.  He joined Castell Wealth Management following...

Ella Killen

Client Relations Manager

As Client Relationship Manager, Ella focuses on building and maintaining the great client relationships that Castell is renowned for. Ella is predominantly responsible for managing the servicing of James Lindley’s clients, and...

Danielle Fox

Paraplanner

Prior to joining Castell Wealth Management, Danielle spent two years with the national insurance company Towergate where she achieved her underwriting level 2 qualification as well as supporting and advising customers on...

Tom Barsby

Practice Manager to Tom Wood

Tom joined the Castell Wealth Management Team as a Practice Manager for Tom Wood in August 2021. Before joining Castell, Tom started his career at St. James’s Place as an apprentice in...